Adminova Client Onboarding Form
Ongoing Admin & Systems Support
Client Information:
This onboarding form helps Adminova integrate into your existing systems and workflows. Adminova provides ongoing admin and systems support after implementation or launch. We work inside your current tools to maintain continuity, execution and operational stability.
Name
*
First Name
Last Name
Email
*
example@example.com
Preferred Contact Method
*
Please Select
Email
WhatsApp
This will be our primary communication channel.
Time Zone
*
Please Select
Australia – Sydney/Melbourne
New Zealand – Auckland
UK – London
Europe – CET (Paris/Berlin)
USA/Canada – Eastern
USA/Canada – Central
USA/Canada – Mountain
USA/Canada – Pacific
Other (add city in notes)
Used to align commuication and turnaround times.
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Business Information
Business details
Business Name
*
Business Website
Business Industry
*
This helps us tailor systems and workflows to your business type.
How many hours do you currently spend on admin each week?
*
Please Select
0-5
5-10
10-20
20+
This helps us understand your current admin workload and where support will have the most impact.
What admin/system tasks cause you the most stress or delay?
*
How did you hear about Adminova
*
Please Select
LinkedIn
Referral/Partner
Website
Outreach message
Other
If you selected "Other" (please specify)
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Support Focus & Priorities
Which arears would you like Adminova to take ownership of? (Select all that apply)
*
Inbox & email management
Calendar & Scheduling
Client Onboarding & follow-ups
CRM & lead management
Document & file organisation
Workflow & process setup
Automation & systems improvements
Ongoing admin support
Ongoing operations & execution support
Other
Additional Context (Optional)
Share any background, challenges or context that would help us support you more effectively.
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Support Focus & Initial Priorities
Your Initial Support Focus
What are the top 3-5 arears you'd like Adminova to take ownership of first? These priorities help us plan your initial support. Focus areas may evolve as systems are improved and admin is streamlined
*
Inbox & email management
Calendar & scheduling
Client Onboarding & follow ups
CRM & lead management
Document & file organisation
Workflow & process setup
Automation & systems improvements
Ongoing admin support
Ongoing operations & execution support
Other
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System Access Requirements
Adminova works inside your existing systems. We do not redesign or rebuild systems during onboarding unless agreed separately.
What platforms do you currently use?
*
Google Workspace
Outlook/Office 365
Notion
Trello
Asana
Stripe
Zapier
Make.com
CRM (HubSpot, ClickUp, Notion,Dubsado,etc.)
Other
What is your primary CRM or system where tasks and work should be tracked?
e.g. HubSpot, ClickUp, Notion, Airtable
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Payment Preference
Payment details will be provided once onboarding is reviewed and your start date is confirmed.
How would you prefer to complete payment once onboarding is approved?
*
Stripe (Card payment)
Bank Transfer (AU only)
Invoice (Due immediately)
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Start Date & Expectations
Please choose the date you'd like your Adminova services to begin. If you're unsure, select the earliest date you're comfortable with
*
-
Month
-
Day
Year
Date
Are there any deadlines, time sensitive priorities or context we should be aware of?
Please note: Urgent or expedited requests may require adjusted timelines.
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Terms & Agreement
Required Tick Boxes (all must be accepted to submit)
*
I understand Adminova provides Ongoing admin & Systems support, not one off or on demand services.
I understand services are prepaid before work begins.
I understand there are no refunds for completed work or unused time.
I acknowledge communication is primarily via email or agreed online channels.
I confirm the information provided is accurate.
I agree to Adminova's Terms of Service and Privacy Policy.
I understand all Adminova support is delivered through structured, system-based workflows (CRM, task management and documented processes.)
Submit
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